Civic Intelligence

Carlisle, Fields, and Company

Plan context: Carlisle, Fields, Brown and Company 401K Profit Sharing Plan

EIN 59-1709752 • 5 filings • 3 plans

Current Snapshot

Latest Year

2008

2008 Participants

31

2008 Assets

$757,381

2008 Contributions

$121,209

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$757,381$378,691$0199920032004YearValue
$757,381Latest year 2004

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

35180199920032004YearValue
31Latest year 2004

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200810$0$0-
Carlisle, Fields, Brown and Company 401K Profit Sharing Plan-0---
2004131$757,381$121,209$3,910iApproximate average salary by contribution assumption: employee only about $97,749 at 4% or $65,166 at 6%; with 50% employer match about $65,166 at 4% or $43,444 at 6%; with 100% employer match about $48,875 at 4% or $32,583 at 6%.
Carlisle, Fields, Brown and Company 401K Profit Sharing Plan-31$757,381$121,209$3,910iApproximate average salary by contribution assumption: employee only about $97,749 at 4% or $65,166 at 6%; with 50% employer match about $65,166 at 4% or $43,444 at 6%; with 100% employer match about $48,875 at 4% or $32,583 at 6%.
2003131$592,896$118,287$3,816iApproximate average salary by contribution assumption: employee only about $95,393 at 4% or $63,595 at 6%; with 50% employer match about $63,595 at 4% or $42,397 at 6%; with 100% employer match about $47,696 at 4% or $31,798 at 6%.
Carlisle, Fields, Brown and Company 401K Profit Sharing Plan-31$592,896$118,287$3,816iApproximate average salary by contribution assumption: employee only about $95,393 at 4% or $63,595 at 6%; with 50% employer match about $63,595 at 4% or $42,397 at 6%; with 100% employer match about $47,696 at 4% or $31,798 at 6%.
2002127$408,384$90,959$3,369iApproximate average salary by contribution assumption: employee only about $84,221 at 4% or $56,148 at 6%; with 50% employer match about $56,148 at 4% or $37,432 at 6%; with 100% employer match about $42,111 at 4% or $28,074 at 6%.
Carlisle, Fields, Brown and Company 401K Profit Sharing Plan-27$408,384$90,959$3,369iApproximate average salary by contribution assumption: employee only about $84,221 at 4% or $56,148 at 6%; with 50% employer match about $56,148 at 4% or $37,432 at 6%; with 100% employer match about $42,111 at 4% or $28,074 at 6%.
1999135$385,293$70,481$2,014iApproximate average salary by contribution assumption: employee only about $50,344 at 4% or $33,562 at 6%; with 50% employer match about $33,562 at 4% or $22,375 at 6%; with 100% employer match about $25,172 at 4% or $16,781 at 6%.
Carlisle, Fields, Brown and Company 401K Profit Sharing Plan-35$385,293$70,481$2,014iApproximate average salary by contribution assumption: employee only about $50,344 at 4% or $33,562 at 6%; with 50% employer match about $33,562 at 4% or $22,375 at 6%; with 100% employer match about $25,172 at 4% or $16,781 at 6%.